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Comprehensive coverage of the food industry's latest, breaking news brought to you by just-food's leading network of international journalists.

Pricing, productivity pay off for Mondelez

Actions taken on pricing and moves to improve productivity appear to be paying off for Mondelez International....

BRICs and beyond: Kam Tai's Chinese growth story

Last year, more than 400 local companies in Dongguan, a major manufacturing city in China's southerly Guangdong province, went bankrupt as C...

Analysis: Unilever's global ice cream push

Unilever is the world's largest ice cream maker but the FMCG giant is not resting on its laurels. Kevin Havelock, president of refreshments,...

Talking shop July 2015 – online occupies retailers

The rapid development of online retailing has long been a key part of the strategic direction of global food retailers. While the channel re...


On the money: Unilever aims to get food growing 24 Jul 2015

Katy Askew

Unilever has said it wants to move its food business to a new growth phase by investing in areas that offer the greatest top-line potential in emerging and developed markets.


On the money: Mead Johnson wrestles with "irrational" China market 24 Jul 2015

Dean Best

Mead Johnson's business in China has come under pressure and was a factor in the US infant formula group's profit warning earlier this month. Low dairy costs and downbeat consumer sentiment have sparked fierce competition on price and Mead Johnson is uncertain when conditions will ease. But it insists it is investing for long-term growth in the country.


10 things to learn: Campbell Soup Co.'s plans for growth 23 Jul 2015

Katy Askew

Campbell Soup Co. is undergoing some significant changes in response to a new economic reality and shifting consumer preferences. These changes are both structural and cultural. On the one hand, the group wants to leverage its scale, on the other, it recognises the need to be "agile" and adopt a "challenger mindset".


Deal or no deal: Will Bonduelle swoop for Green Giant? 22 Jul 2015

Katy Askew

With General Mills apparently preparing to sell its Green Giant brand, Bonduelle is rumoured to be looking at a bid. The fit between Green Giant and Bonduelle's existing business is a natural one and the move would significantly step up the French group's presence in North America. However, Green Giant has seen lacklustre sales and its market share decline. Would Bonduelle move for a turnaround story? Katy Askew investigates.


Focus: Is Nestle's "reboot" enough to save Lean Cuisine? 15 Jul 2015

Katy Askew

Lean Cuisine is a declining brand in a struggling category, placing the US business in a precarious position within the Nestle portfolio. Last week, Nestle announced a "reboot" that will see it attempt to reposition Lean Cuisine through new products, new packaging and a new marketing message. But will this be enough to breath fresh life into what was a dated and off-trend brand? Katy Askew investigates.


10 Things to Learn - PepsiCo gears up for tough H2 10 Jul 2015

Hannah Abdulla

At first glance, PepsiCo's second-quarter figures looked solid enough but industry watchers believe the rest of the year will be challenging for the US group, with continued currency pressure, macroeconomic volatility and high commodity inflation. Here's our take on PepsiCo's numbers, recent performance and the outlook for the business.


BRICs and beyond: How Russia's embargo affects domestic firms 6 Jul 2015

Sam Skove

Russia recently extended its ban on various food imports from Western countries including the US and EU. The move provides Russian food makers with an opportunity to gain market share but it also presents those operating in the market with a number of challenges. Sam Skove reports.


In the spotlight: What Grexit could mean for the food industry 3 Jul 2015

Hannah Abdulla

This Sunday, Greece will decide whether to accept a proposal from its creditors following the breakdown of negotiations over its EU1.6bn debt repayment with the International Monetary Fund. If voters reject the proposal, Greece risks exiting Eurozone. Concerns over what this will mean for the food industry are rife and food manufacturers have started taking measures to prepare for the worst.


On the money: Can General Mills improve US sales through innovation? 3 Jul 2015

Katy Askew

General Mills has been hit by category softness and changing consumer preferences at its US business. With US retail sales representing the group's largest revenue stream, this has weighed on the group's overall results and addressing these issues is a priority for the Cheerios maker. But are General Mills' product innovation and renovation plans enough to get the top line moving in the US? Katy Askew investigates.


just-food's pick: 10 on-trend products at Summer Fancy Food Show 3 Jul 2015

Katy Askew

The Summer Fancy Food show, staged by the Specialty Food Association, was held at the Javits Center in New York this week (28-30 June). With consumer interest in premium and speciality foods at an all time high in the US, the largest speciality food show in North America attracted – as you might expect – a considerable amount of interest.


On the money: ConAgra private-label exit is about growth 1 Jul 2015

Katy Askew

ConAgra Foods announced that it will sell off its loss-making private label business yesterday (30 June) in a move that, the company said, will help unlock value for its shareholders. But selling off private brands is about more than offloading an asset that is a challenging turnaround story. New CEO Sean Connolly insists it is about putting ConAgra back on the road to growth. Katy Askew reports.


IRI's inside track – How manufacturers must respond to range optimisation 30 Jun 2015

Stephanie Augier, European analytics and shopper account director, IRI

It is time for food manufacturers across Europe to take a more sophisticated approach to range optimisation, Stephanie Augier, European analytics and shopper account director at IRI, argues.


Talking shop June 2015 – Disruptive discounters dominate retail news 30 Jun 2015

Katy Askew

The disruptive impact of the discount retailers has dominated global retail headlines during June, as our take of this month's key developments among grocery retailers shows.


Consuming issues: Battle against antimicrobial resistance just beginning 26 Jun 2015

Ben Cooper

The use of antibiotics in the rearing of animals has been a much discussed issue in recent weeks, with regulatory and corporate moves across a number of countries. Ben Cooper examines recent events in the context of the widespread concern over antimicrobial resistance.


Focus: Will synergies lift Ahold Delhaize in US? 26 Jun 2015

Katy Askew

The merger between European retailers Ahold and Delhaize is significant because it will allow the group's to scale up in the key US market, where the majority of revenue is generated. Announcing the deal, the companies said EUR500m (US$560m) in annual synergies are on the table. But these, as and of themselves, will do little to raise the combined group's lacklustre US growth trajectory. Katy Askew looks at the impact the merger will have in the US – and whether Ahold Delhaize will deliver on their promise to drive consumer-led innovation.


10 Things to Learn - JBS's acquisition of Moy Park from Marfrig 25 Jun 2015

Katy Askew

Brazilian protein giants Marfrig and JBS have reached an agreement that will see the ownership of European poultry processor Moy Park transferred to JBS. The deal, which values Moy Park at US$1.5bn, represents a win-win for both parties. Here is what each stands to gain.


M&A Watch - ConAgra should divest its Commercial Foods division 25 Jun 2015

Stefan Kirk, M&A advisors Glenboden

The investment in ConAgra's shares by hedge fund Jana Partners has prompted speculation that the group will sell one of its divisions, in order to better realise shareholder value. While the emphasis seems to be so far on ConAgra's troubled Private brands business, Stefan Kirk of M&A advisory Glenboden believes that the Commercial foods unit should be the divestment priority.


Focus: Has Hershey's international push backfired? 23 Jun 2015

Katy Askew

Compared to many food sector giants, Hershey's expansion on the international stage was relatively recent. Stepping up Hershey's presence overseas was seen as a way to unlock growth in rapidly-expanding markets and the company was bullish on its ability to translate the brand strength of its portfolio to new territories. But this path has proven challenging in 2015 and, last week, Hershey again lowered its sales forecast for the year, citing weakness in the key international market of China. Katy Askew examines whether Hershey's international drive has stalled.


In the spotlight: What lies behind Ferrero's move for Thorntons? 23 Jun 2015

Hannah Abdulla

Italian confectioner Ferrero has made a surprise move for UK chocolate maker and retailer Thorntons. One cannot ignore the fact Thorntons has had some challenges, not least in recent quarters with sales to UK multiples under pressure. What could be behind Ferrero's decision? Hannah Abdulla explores.


Focus: Will ConAgra sell own-label unit after Jana investment? 22 Jun 2015

Katy Askew

ConAgra Foods came under even more pressure to start delivering returns to shareholders last week when activist investor Jana Partners revealed it has taken a stake in the US food company. Shareholders have long grumbled about the seeming incompatibility between ConAgra's branded and private-label business, with shares in the under-performing US food maker at all time highs on the expectation that disposals must soon come. Are there more options open to ConAgra management than simply carving up the business? Katy Askew investigates.


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